Purchases and Sales Made in Q2 2024 in Bank Of New York Mellon Corp (BK)
This table provides information about the institutional ownership of Bank Of New York Mellon Corp (BK) during Q2 2024. The information is specifically focused on institutions that hold shares of Bank of New York Mellon Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
740+ 6.56% |
$40K - $44.9K
|
12K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
732+ 4.83% |
$39.5K - $44.5K
|
15.9K
$1.32M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
722+ 9.11% |
$39K - $43.9K
|
8.65K
$721K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
717+ 1.52% |
$38.7K - $43.6K
|
47.8K
$3.98M
|
|
Aug 05, 2024
Q2 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
717+ 2.04% |
$38.7K - $43.6K
|
35.9K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
716+ 3.34% |
$38.7K - $43.5K
|
22.2K
$1.85M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
700New |
$37.8K - $42.5K
|
700
$58.3K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
697New |
$37.6K - $42.3K
|
697
$58.1K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
696+ 9.32% |
$37.6K - $42.3K
|
8.17K
$680K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
691+ 10.73% |
$37.3K - $42K
|
7.13K
$594K
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
684+ 2.57% |
$36.9K - $41.5K
|
27.3K
$2.27M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
672New |
$36.3K - $40.8K
|
672
$56K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
655+ 1.15% |
$35.4K - $39.8K
|
57.8K
$4.81M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
650+ 19.55% |
$35.1K - $39.5K
|
3.97K
$331K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
646+ 3.79% |
$34.9K - $39.2K
|
17.7K
$1.47M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
640+ 13.94% |
$34.6K - $38.9K
|
5.23K
$436K
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
615+ 2.29% |
$33.2K - $37.4K
|
27.5K
$2.29M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
597+ 8.08% |
$32.2K - $36.3K
|
7.99K
$665K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
593+ 95.18% |
$32K - $36K
|
1.22K
$101K
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
589+ 5.85% |
$31.8K - $35.8K
|
10.7K
$887K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
588+ 13.1% |
$31.8K - $35.7K
|
5.08K
$423K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
585+ 13.79% |
$31.6K - $35.5K
|
4.83K
$402K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
583+ 14.84% |
$31.5K - $35.4K
|
4.51K
$376K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
547+ 10.13% |
$29.5K - $33.2K
|
5.95K
$495K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
541New |
$29.2K - $32.9K
|
541
$45.1K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
532+ 1.88% |
$28.7K - $32.3K
|
28.9K
$2.41M
|
|
Nov 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
528+ 8.57% |
$28.5K - $32.1K
|
6.69K
$557K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
525+ 4.21% |
$28.4K - $31.9K
|
13K
$1.08M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
516+ 3.76% |
$27.9K - $31.3K
|
14.2K
$1.19M
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
509+ 6.26% |
$27.5K - $30.9K
|
8.64K
$720K
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
508+ 0.57% |
$27.4K - $30.9K
|
90.1K
$7.51M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
505New |
$27.3K - $30.7K
|
505
$42.1K
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
500+ 8.35% |
$27K - $30.4K
|
6.49K
$540K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
500New |
$27K - $30.4K
|
500
$41.6K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
500+ 7.66% |
$27K - $30.4K
|
7.02K
$585K
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
500+ 3.57% |
$27K - $30.4K
|
14.5K
$1.21M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
464New |
$25.1K - $28.2K
|
464
$38.6K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
457+ 2.18% |
$24.7K - $27.8K
|
21.4K
$1.78M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
449+ 65.45% |
$24.2K - $27.3K
|
1.14K
$94.5K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
446+ 5.52% |
$24.1K - $27.1K
|
8.52K
$710K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
442+ 88.05% |
$23.9K - $26.8K
|
944
$78.6K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
417+ 0.42% |
$22.5K - $25.3K
|
98.9K
$8.24M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
412+ 6.89% |
$22.2K - $25K
|
6.39K
$533K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
409+ 0.97% |
$22.1K - $24.8K
|
42.4K
$3.53M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
406+ 6.5% |
$21.9K - $24.7K
|
6.65K
$554K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
405New |
$21.9K - $24.6K
|
405
$33.7K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
405+ 16.01% |
$21.9K - $24.6K
|
2.94K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
404+ 11.12% |
$21.8K - $24.5K
|
4.04K
$336K
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
403New |
$21.8K - $24.5K
|
403
$33.6K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
398+ 86.9% |
$21.5K - $24.2K
|
856
$71.3K
|